Other · DOL Form 5500 · 2022

Carestl Health Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
297
Participants Below avg headcount
58th
Percentile by assets National rank
$24,247
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Carestl Health · Sponsored by Carestl Health · Missouri · Healthcare & Social Assistance

$7M in assets, 297 participants

Carestl Health's 403(b) Thrift Plan of Carestl Health reported $7M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,820 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

403(b) Thrift Plan of Carestl Health covers 297 participants in Missouri, about 40% of the average Missouri filer (state average ~737 per filing). Assets: $7M.

#12,820
in Healthcare & Social Assistance (20,060 peers)
+20.7%
assets growth YoY

403(b) Thrift Plan of Carestl Health's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Carestl Health vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,201,490 Top 42% higher than 58% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

403(b) Thrift Plan of Carestl Health among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Carestl Health sits mid-pack in the medium band (297 participants).

Published 5500 schedule card

Filing strip 430917230 · Carestl Health PY 2022 · Other

403(b) Thrift Plan of Carestl Health · $7M · 297 · 58th

  • IND $7M
  • EOY 297
  • 5500 58th
  • ASSETS Other
  • PCT near 403(b) Thrift Plan of Gulfside Healthcare Services, Inc.
  • EIN ind #12820

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Missouri →

403(b) Thrift Plan of Carestl Health in the asset neighbourhood

West Side Montessori School 403(b) DC PlanWest Side Montessori School …$7MExplore Charter Schools of Brooklyn 403(b) PlanExplore Charter Schools of B…$7M403(b) Thrift Plan of Carestl Health403(b) Thrift Plan of Carest…$7M403(b) Thrift Plan of Gulfside Healthcare Services, Inc.403(b) Thrift Plan of Gulfsi…$7MThe Dr Miriam and Sheldon G Adelson Educational Institute 403(b) ERISA PlanThe Dr Miriam and Sheldon G …$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of Carestl Health and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN430917230
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carestl Health)

Sponsor-wide plan assets over time

All Carestl Health plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.0875138339427% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.2M $11M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 297 $7M
2023 1 223 $11M
2024 1 249 $11M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Carestl Health vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants 403(b) Thrift Plan of Carestl Health, Total assets ($M): 7.20149 · Participants: 297403(b) Thrift Plan of Carestl HealthSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
403(b) Thrift Plan of Carestl Health vs. nearby Other plans in Missouri, assets vs. participants

403(b) Thrift Plan of Carestl Health's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is 403(b) Thrift Plan of Gulfside Healthcare Services, Inc. in FL ($7M); by covered participants it is Clarity Child Guidance Center 403b Plan in TX (297 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan of Carestl Health assets move in 2022?
403(b) Thrift Plan of Carestl Health grew sharply - up 20.7% during 2022, from $6M to $7M. Reported net income was $1M.
How have Carestl Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Carestl Health's sponsor-wide assets grew 53.1%, from $7M to $11M.
Which Other plans are similar in size to 403(b) Thrift Plan of Carestl Health?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Gulfside Healthcare Services, Inc. in FL ($7M, 360 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Carestl Health?
Among Other plans in other states, the closest by covered participants is Clarity Child Guidance Center 403b Plan in TX (297 participants, $8M in assets).